Palos provides discretionary wealth management to individuals and institutions. With offices in Toronto and Montreal, Palos' team of investment professionals brings decades of experience
Founded
2001
Assets
$500 million
Strategies
Equity income, small cap growth, SRI large-cap, technical, high-conviction, options.
Palos is a multi-strategy, multi-advisory firm. Each portfolio manager brings a different approach to investing.
Grow and preserve wealth.
Philosophy
Palos is a multi-strategy, multi-advisory firm. Each portfolio manager brings a different approach to investing.
Approach
Palos is a multi-strategy, multi-advisory firm. Each portfolio manager brings a different approach to investing.
Team
Charles Marleau, Portfolio Manager
Joany Pagé, CFA, Portfolio Manager
Robert Mendel, Portfolio Manager
Wakeham Pilot, Portfolio Manager
William Mitchell, Portfolio Manager
Mike Hoehn, CFA
Bob Barootes, Vice President, Business Development
Karen Shoffner, CFA, Portfolio Manager
Chief Financial Officer
Alain Lizotte
alizotte@palos.ca
1 Place Ville Marie
Montréal (QC) H3B 2B6
Telephone: 5143070463
Website: www.palos.ca
